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I am a Senior Portfolio Manager with TD Wealth Private Investment Counsel. As well, I am responsible for managing the portfolios of TD Harbour Capital clients. I have been in the investment industry for over 25 years.
I work in partnership with Chris Mantzoutsos, CFA, Portfolio Manager. Together our goal is to provide clients with peace of mind, in knowing that their wealth is being managed prudently and with their best interests in mind. Our team approach ensures continuity and seamless service. We strive to gain a full understanding of our clients' unique needs, circumstances and specific long-term goals. We will then develop and implement a cohesive and dynamic wealth management plan to achieve those goals throughout their lifetime.
I am a Chartered Financial Analyst and a member of the CFA Institute and the Toronto CFA Society. I am also a member of the Finance Committee and Chair of the Investment Committee of the Humber River Regional Hospital Foundation.
Branch Office: (416) 982-7650
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.